Story 1.6.1.1. CRM. Create process in CRM

Content

General info

The Create Process user story focuses on the initiation of a new process for managing candidate applications. When a process is started, a modal window will appear where users must select the status for each step of the process. The available statuses will vary depending on the context from where the process is initiated. It is mandatory to select a vacancy and a candidate, and users must choose a status for the process. Additionally, the modal allows for optional actions, including:

  • Writing a note and sending it to the candidate

  • Scheduling an interview by selecting dates and times

  • Attaching PDFs to specific steps in the process

There are several places where you can create process

  • Processes list on top

  • Applicantion list, for each item

  • Applicantion list in collapsed block

  • On profile list for each item

  • On profile page, vacancies matching tab, for each vacancy

  • On vacancy list, for each vacancy

  • On vacancy page, matching tab, for each candidate

  • On vacancy page, candidates tab, for each candidate

User story

As a CRM user,
I want to create a process for managing candidates from various points in the CRM,
So that I can effectively track and manage each candidate’s journey through the recruitment pipeline.


RT-3916

Получение подробных данных проблемы…
СТАТУС


RT-6369

Получение подробных данных проблемы…
СТАТУС


RT-6392

Получение подробных данных проблемы…
СТАТУС


RT-6228

Получение подробных данных проблемы…
СТАТУС

Visual design

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-100778&t=V4nNKW9wJlemJ1ll-4

Acceptance criteria

01

Scenario: Initiate Process from Different Locations
Given I am on the Processes list, Application list, Profile list, Vacancy list, or Candidate list,
When I select the option to create a process,
Then I should see a modal window allowing me to initiate the process.

image-20240905-062719.png

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44550-100778&t=3sMAspyvcCpl5IZY-4

02

Scenario: Modal Window Fields
Given I am on the modal window to create a process,
When I view the modal,
Then I should be able to select a vacancy, candidate, and process status.

03

Scenario: Optional Actions in Modal
Given I am in the process creation modal,
When I choose to add optional actions,
Then I should have the option to write a note and send it to the candidate, schedule an interview with selected dates and times, and attach PDFs.

image-20240905-062822.png

04

Scenario: Process Creation Confirmation
Given I have filled out the required fields and selected any optional actions,
When I confirm the creation of the process,
Then the new process should be saved with status “Created”, and I should see it reflected in the relevant lists and tabs.

05

Scenario: Create Process from Applications Page
Given I am on the Applications page,
When I click on the icon rocket,
Then I should see a modal window with the candidate field auto-filled.

06

Scenario: Create Process from Vacancies Page
Given I am on the Vacancies page,
When I click on the icon rocket,
Then I should see a modal window with the vacancy field auto-filled.

07

Scenario: Display allowed statuses for process creation
Given a candidate is displayed in the candidate listing
When the candidate’s status is "New," "Active," or "Offline" (only from RT)
Then the "rocket" icon must be displayed on the table.

08

Scenario: Hide "rocket" icon for restricted statuses
Given a candidate is displayed in the candidate listing
When the candidate’s status is "Unfinished," "In Progress," "Interview," "Rejection," "Rejection deletion," or "Reapply"
Then the "rocket" icon must not be displayed next to their name.

09

Scenario: Search for candidates in the process creation modal
Given the consultant is searching for candidates in the process creation modal
When the candidate’s status is "New," "Active," or "Offline" (only from RT)
Then the candidate must be included in the search results.

10

Scenario: Exclude restricted statuses in process creation modal
Given the consultant is searching for candidates in the process creation modal
When the candidate’s status is "Unfinished," "In Progress," "Interview," "Rejection," "Rejection deletion," or "Reapply"
Then the candidate must not appear in the search results.

11

Scenario: Display allowed statuses for process creation
Given a vacancy is displayed in the vacancy listing
When the vacancy’s status is "Active"
Then the "rocket" icon must be displayed

12

Scenario: Hide "rocket" icon for restricted statuses
Given a vacancy is displayed in the vacancy listing
When the vacancy’s status is "New," "On Hold," "Inactive," or "Rocked"
Then the "rocket" button must not be displayed

13

Scenario: Search for vacancies in the process creation modal
Given the consultant is searching for vacancies in the process creation modal
When the vacancy’s status is "Active"
Then the vacancy must be included in the search results.

14

Scenario: Exclude restricted statuses in process creation modal
Given the consultant is searching for vacancies in the process creation modal
When the vacancy’s status is "New," "On Hold," "Inactive," or "Rocked"
Then the vacancy must not appear in the search results.

15

Scenario: Launch process for unreserved vacancies
Given a vacancy is assigned to another user and is unreserved (no "lock" sign)
When an entitled user attempts to create a process for the vacancy
Then the process must be successfully created.

16

Scenario: Restrict process creation for reserved vacancies
Given a vacancy is assigned to another user and is reserved (indicated by a "lock" sign)
When an entitled user attempts to create a process for the vacancy
Then the process creation must be restricted, and the "rocket" button must not be displayed for this vacancy.

17

Scenario: Display eligibility in the vacancy listing
Given a vacancy is displayed in the vacancy listing
When it is unreserved (no "lock" sign) and the user is entitled
Then the "rocket" icon must be displayed next to the vacancy, allowing the user to create a process.

18

Scenario: Hide "rocket" icon for reserved vacancies
Given a vacancy is displayed in the vacancy listing
When it is reserved (indicated by the "lock" sign)
Then the "rocket" icon must not be displayed next to the vacancy.

Comments

Leave a Reply